Intuit Inc.
INTU- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0000896878
In the last 90 days, Intuit Inc. insiders filed 0 open-market purchases and 2 sales; 1,755 institutions reported holding it in 13F filings for Q2 2026, worth $63.6B in total; superinvestors Lindsell Train and Valley Forge Capital hold it.
13F holders, Q2 2025
Institutional positions in Intuit Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,213
- +211 vs. Q1 2025
- Shares held
- 238.9M
- +3.78M (+1.6%) vs. Q1 2025
- Total value
- $188.1B
- +$43.9B (+30.4%) vs. Q1 2025
- New holders
- 310
- 892 more added
- Sold out
- 99
- 712 more reduced
29 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting INTU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,755 | $63.6B |
| Q1 2026 | 2,021 | $104.2B |
| Q4 2025 | 2,270 | $161.3B |
| Q3 2025 | 2,199 | $160.5B |
| Q2 2025 | 2,213 | $188.1B |
| Q1 2025 | 2,031 | $144.5B |
| Q4 2024 | 2,067 | $147.4B |
| Q3 2024 | 1,970 | $144.2B |
| Q2 2024 | 1,967 | $154.2B |
| Q1 2024 | 1,944 | $152.0B |
| Q4 2023 | 1,918 | $146.7B |
| Q3 2023 | 1,742 | $118.4B |
| Q2 2023 | 1,668 | $107.8B |
| Q1 2023 | 1,617 | $104.9B |
| Q4 2022 | 1,560 | $90.8B |
| Q3 2022 | 1,511 | $91.5B |
| Q2 2022 | 1,501 | $90.7B |
| Q1 2022 | 1,556 | $113.5B |
| Q4 2021 | 1,668 | $151.9B |
| Q3 2021 | 1,449 | $123.6B |
| Q2 2021 | 1,379 | $113.2B |
| Q1 2021 | 1,337 | $88.8B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,543 | $2.00M | 0.26% | +337+15.3% | Added |
| Family Legacy, Inc. | 2,537 | $2.00M | 0.65% | +5+0.2% | Added |
| Anchor Investment Management, LLC | 2,525 | $1.99M | 0.17% | +83+3.4% | Added |
| Fulton Bank, N.A. | 2,517 | $1.98M | 0.07% | +71+2.9% | Added |
| Glenview Trust Co | 2,505 | $1.97M | 0.03% | −156−5.9% | Reduced |
| Papamarkou Wellner Asset Management inc. | 2,461 | $1.94M | 1.28% | −139−5.3% | Reduced |
| Elmwood Wealth Management, Inc. | 2,461 | $1.94M | 0.77% | −21−0.8% | Reduced |
| Bayesian Capital Management, LP | 2,453 | $1.93M | 0.31% | −6,847−73.6% | Reduced |
| Roberts Glore & Co Inc | 2,452 | $1.93M | 0.56% | −35−1.4% | Reduced |
| Summit Global Investments | 2,448 | $1.93M | 0.11% | +1,454+146.3% | Added |
| Arkadios Wealth Advisors | 2,430 | $1.91M | 0.06% | +412+20.4% | Added |
| Ironwood Investment Counsel, LLC | 2,394 | $1.89M | 0.29% | −16−0.7% | Reduced |
| Abc Arbitrage SA | 2,394 | $1.89M | 0.22% | +2,394 | New |
| Moneta Group Investment Advisors LLC | 2,394 | $1.89M | 0.02% | +83+3.6% | Added |
| Citizens National Bank Trust Department | 2,377 | $1.87M | 0.37% | −64−2.6% | Reduced |
| Chesley Taft & Associates LLC | 2,364 | $1.86M | 0.08% | +4+0.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,358 | $1.86M | 0.03% | +2,358 | New |
| Cascade Investment Group, Inc. | 2,357 | $1.86M | 1.30% | −56−2.3% | Reduced |
| Clarius Group, LLC | 2,354 | $1.85M | 0.11% | +21+0.9% | Added |
| Wealthspire Advisors, LLC | 2,348 | $1.85M | 0.01% | +283+13.7% | Added |
| Duncker Streett & Co Inc | 2,347 | $1.85M | 0.34% | −150−6.0% | Reduced |
| Peak Asset Management, LLC | 2,345 | $1.85M | 0.34% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 2,343 | $1.85M | 0.34% | +73+3.2% | Added |
| Commerzbank Aktiengesellschaft | 2,342 | $1.84M | 0.04% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,334 | $1.84M | 0.17% | −737−24.0% | Reduced |
| VestGen Advisors, LLC | 2,330 | $1.83M | 0.07% | +1,543+196.1% | Added |
| Choate Investment Advisors | 2,318 | $1.83M | 0.04% | −112−4.6% | Reduced |
| Promus Capital, LLC | 2,315 | $1.82M | 1.18% | +422+22.3% | Added |
| Quotient Wealth Partners, LLC | 2,310 | $1.82M | 0.05% | −67−2.8% | Reduced |
| ROI Financial Advisors, LLC | 2,293 | $1.81M | 1.15% | −188−7.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,290 | $1.80M | 0.04% | +193+9.2% | Added |
| Quantitative Investment Management, LLC | 2,287 | $1.80M | 0.24% | +237+11.6% | Added |
| Capital & Planning, LLC | 2,282 | $1.80M | 1.22% | −34−1.5% | Reduced |
| Advisor OS, LLC | 2,272 | $1.79M | 0.18% | −249−9.9% | Reduced |
| StoneX Group Inc. | 2,271 | $1.79M | 0.09% | −222−8.9% | Reduced |
| Compagnie Lombard Odier SCmA | 2,265 | $1.78M | 0.02% | −135−5.6% | Reduced |
| Pensionmark Financial Group, LLC | 2,262 | $1.78M | 0.04% | +1,076+90.7% | Added |
| Focus Financial Network, Inc. | 2,255 | $1.78M | 0.07% | +59+2.7% | Added |
| BNP Paribas | 2,241 | $1.77M | 0.06% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,236 | $1.76M | 0.25% | +202+9.9% | Added |
| Capital Planning Advisors, LLC | 2,235 | $1.76M | 0.26% | −101−4.3% | Reduced |
| Arlington Trust Co LLC | 2,234 | $1.76M | 0.34% | +24+1.1% | Added |
| Norden Group LLC | 2,230 | $1.76M | 0.19% | +567+34.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,220 | $1.75M | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,206 | $1.74M | 0.17% | +83+3.9% | Added |
| Transcend Wealth Collective, LLC | 2,196 | $1.73M | 0.13% | +270+14.0% | Added |
| Smith, Salley & Associates | 2,190 | $1.73M | 0.10% | +236+12.1% | Added |
| McRae Capital Management Inc | 2,187 | $1.72M | 0.35% | +15+0.7% | Added |
| Convergence Financial, LLC | 2,175 | $1.71M | 0.29% | +2,175 | New |
| Alpha Family Trust | 2,150 | $1.69M | 0.84% | +485+29.1% | Added |
| Ascent Group, LLC | 2,133 | $1.68M | 0.07% | +531+33.1% | Added |
| Wealth Alliance | 2,120 | $1.67M | 0.19% | +77+3.8% | Added |
| Equitable Holdings, Inc. | 2,119 | $1.67M | 0.01% | +310+17.1% | Added |
| Asset Dedication, LLC | 2,114 | $1.67M | 0.12% | +68+3.3% | Added |
| Capital Investment Advisors, LLC | 2,094 | $1.65M | 0.03% | +105+5.3% | Added |
| Aaron Wealth Advisors | 2,075 | $1.63M | 0.17% | +1,019+96.5% | Added |
| Brookstone Capital Management | 2,073 | $1.63M | 0.02% | +70+3.5% | Added |
| Global Retirement Partners, LLC | 2,069 | $1.63M | 0.04% | +2,069 | New |
| United Asset Strategies, Inc. | 2,067 | $1.63M | 0.14% | +5+0.2% | Added |
| Motiv8 Investments LLC | 2,060 | $1.62M | 0.99% | +206+11.1% | Added |
| RFG Advisory, LLC | 2,055 | $1.62M | 0.04% | +53+2.6% | Added |
| Accretive Wealth Partners, LLC | 2,049 | $1.61M | 0.53% | +18+0.9% | Added |
| Austin Private Wealth, LLC | 2,048 | $1.61M | 0.13% | −195−8.7% | Reduced |
| Trueblood Wealth Management, LLC | 2,045 | $1.61M | 0.67% | +105+5.4% | Added |
| Wedbush Securities Inc | 2,039 | $1.61M | 0.06% | −126−5.8% | Reduced |
| RiverPark Advisors, LLC | 2,030 | $1.60M | 0.98% | −378−15.7% | Reduced |
| DB Fitzpatrick & Co, Inc | 2,030 | $1.60M | 1.42% | +6+0.3% | Added |
| Axecap Investments, LLC | 2,026 | $1.60M | 1.04% | +2,026 | New |
| Mirador Capital Partners LP | 2,022 | $1.59M | 0.26% | 00.0% | Unchanged |
| Byrne Financial Freedom, LLC | 2,019 | $1.59M | 0.79% | −3−0.1% | Reduced |
| ICONIQ Capital, LLC | 2,015 | $1.59M | 0.03% | +5+0.2% | Added |
| Intrust Bank NA | 2,011 | $1.58M | 0.14% | +163+8.8% | Added |
| Journey Strategic Wealth LLC | 2,009 | $1.58M | 0.05% | +810+67.6% | Added |
| Versor Investments LP | 2,003 | $1.58M | 0.28% | +1,115+125.6% | Added |
| Optas, LLC | 2,003 | $1.58M | 0.30% | +304+17.9% | Added |
| Wallace Hart LLC | 2,002 | $1.58M | 1.25% | +2,002 | New |
| Personal Cfo Solutions, LLC | 2,000 | $1.58M | 0.29% | −1,118−35.9% | Reduced |
| FSA Wealth Management LLC | 2,000 | $1.58M | 0.62% | −37−1.8% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 2,000 | $1.58M | 0.06% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,996 | $1.57M | 0.25% | +52+2.7% | Added |
| Liberty Wealth Management LLC | 1,982 | $1.56M | 0.24% | −17−0.9% | Reduced |
| Flagship Harbor Advisors, LLC | 1,981 | $1.56M | 0.07% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 5,899 | $1.55M | 0.20% | +5,899 | New |
| Trust Point Inc. | 1,968 | $1.55M | 0.15% | +353+21.9% | Added |
| Mirabella Financial Services LLP | 1,967 | $1.55M | 0.16% | −1,700−46.4% | Reduced |
| Pittenger & Anderson Inc | 1,966 | $1.55M | 0.06% | +6+0.3% | Added |
| Massmutual Trust Co FSB | 1,963 | $1.55M | 0.04% | −202−9.3% | Reduced |
| Nixon Peabody Trust Co | 1,955 | $1.54M | 0.12% | −170−8.0% | Reduced |
| Cookson Peirce & Co Inc | 1,951 | $1.54M | 0.07% | +1,951 | New |
| Sowell Financial Services LLC | 1,930 | $1.52M | 0.06% | +534+38.3% | Added |
| Mutual Advisors, LLC | 1,931 | $1.52M | 0.04% | −80−4.0% | Reduced |
| Fidelis Capital Partners, LLC | 1,947 | $1.52M | 0.14% | +117+6.4% | Added |
| BSW Wealth Partners | 1,918 | $1.51M | 0.21% | +11+0.6% | Added |
| Great Diamond Partners, LLC | 1,917 | $1.51M | 0.32% | +1,563+441.5% | Added |
| Zhang Financial LLC | 1,916 | $1.51M | 0.07% | +135+7.6% | Added |
| Barbara Oil Co. | 1,900 | $1.50M | 0.59% | 00.0% | Unchanged |
| CVFG LLC | 1,897 | $1.49M | 1.18% | −42−2.2% | Reduced |
| Old Port Advisors | 1,893 | $1.49M | 0.41% | −34−1.8% | Reduced |
| Forbes J M & Co LLP | 1,882 | $1.48M | 0.14% | −178−8.6% | Reduced |
| Ramirez Asset Management, Inc. | 1,880 | $1.48M | 0.22% | 00.0% | Unchanged |